Associate Relationship Advisor
Core
Coordinates account management and manages a base of wealth management clients by developing understanding of their needs and goals.
Role type
Associate Relationship Advisor (Asset Servicing)
Builds
Client relationships and account servicing operations
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
client relationship management, account administration, financial product knowledge, business development, problem solving, negotiation, sales, time management
Preferred skills
knowledge of investments, estate planning, financial planning, capital markets, banking, fiduciary standards, accounting
Technologies
accounting systems, agency account agreements, governing documents
Responsibilities
coordinate account management and execute daily client activity, manage assigned account base and develop client understanding, maintain knowledge of financial products and laws, assist with business development and client presentations, cultivate relationships with referral sources, seek continued development of advisory skills